· 2022–2024 · DOL EFAST2

Hauptman & Hauptman PC — Hauptman & Hauptman PC, Form 5500 (2025)

Original filing (PDF)20260305184319NAL0002683811001

Hauptman & Hauptman PC

Form 5500-SF

FILING_RECEIVED

Hauptman & Hauptman PC 401(k) Plan

401(k) retirement plan · Hauptman & Hauptman PC's Hauptman & Hauptman PC 401(k) Plan held $1.3M in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

7

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

56

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAUPTMAN & HAUPTMAN PC.

Plan sponsor

Name

HAUPTMAN & HAUPTMAN PC

EIN

22-3420657all filings

Address

354 EISENHOWER PARKWAY SUITE 2025 · LIVINGSTON, NJ · 07039

Phone

(973) 994-2287

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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